Otus Financial Planning - Altrincham

Introduction to Otus Financial Planning

Located at Grosvenor House, 45 The Downs, Altrincham WA14 2QG, United Kingdom, Otus Financial Planning is a distinguished financial planning firm that has been providing top-notch financial advice to clients since its establishment. With a phone number of 1619287590, and a website at otusfp.com, the company specializes in financial planning, offering a range of expert services to cater to individual needs.

Specialties and Services

The core specialty of Otus Financial Planning is to offer bespoke financial advice tailored to the specific goals and objectives of each client. This includes assistance with tax planning, inheritance, investments, pensions, and planning for old age, among other areas. The company's commitment to understanding the unique financial situation of each client has earned them a sterling reputation in the industry.

Additional Points of Interest

In addition to its comprehensive financial planning services, Otus Financial Planning also provides the convenience of online appointments for clients. The firm is equipped with facilities that ensure accessibility for all, including a wheelchair-accessible car park and a wheelchair-accessible toilet. On-site parking is also available for those who prefer to visit the office in person.

Client Reviews and Testimonials

With a total of 12 reviews on Google My Business, Otus Financial Planning boasts an impressive average rating of 5 out of 5 stars. One particularly notable review highlights the expertise and personable nature of Chris Weetman, a financial advisor at the firm. The reviewer shared their positive experience of working with Chris as they approached semi-retirement, and how he helped them understand their long-term financial situation and the potential impact of various factors on their financial resources. This glowing endorsement exemplifies the high level of satisfaction clients have experienced when working with Otus Financial Planning.

Final Recommendation

For individuals seeking a reliable and knowledgeable financial planning partner, Otus Financial Planning is an excellent choice. With its commitment to personalized service, comprehensive expertise, and accessibility features, the company has earned a well-deserved reputation for excellence in the industry. To learn more about Otus Financial Planning and explore how they can assist you in achieving your financial goals, we highly recommend visiting their website at otusfp.com. Don't hesitate to contact them directly to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Otus Financial Planning

Penny A.

5/5

I recommend Chris Weetman as a financial advisor who can tailor your portfolio to what you are seeking to achieve. I met Chris as I was approaching semi-retirement and he has helped me understand my long term financial situation and the likely impact of differing expenditure patterns and external factors on my financial resources. Chris is very personable and has a wealth of relevant expertise to tap into whether its tax, inheritance, investments, pensions, planning for old age etc.

Keith H.

5/5

Chris provided me with pension advice which allowed me to retire early and have sufficient income to maintain a lifestyle I desired pending receipt of my State Pension. Chris and his team provide a very personal, friendly and professional service at all times.

John L.

5/5

My wife and I have been lucky enough to have had Chris’s support and advice for over 10 years since we retired. He and his team have helped us greatly in planning our financial future and ensuring we have a secure financial retirement with our pension and investments.

Corinne E.

5/5

I cannot recommend Chris Weetman and the Otus team enough. Due to the excellent and professional advice given to me by Chris, I have been able to retire early at my target retirement age. He keeps in regular contact with me and takes the time to truly understand myself and my goals. As life takes different twists snd turns, Chris has been there to guide me through how to best deal with these financially.

Bay J.

5/5

My wife and I have worked with Chris and his team for 10 years and are extremely happy with our relationship. Their service is prompt, professional and efficient.

Alan C.

5/5

Excellent professional service. Chris has as deep understanding of the financial markets as they relate to personal tax and financial planning strategies. Would not hesitate to recommend.

Mark W.

5/5

I was taking early retirement and needed an IFA to help organise my pension planning. Chris was recommended to me by a trusted work colleague. From the very first meeting Chris has been charming and personable, he never rushes, takes time to have a chat about life and family. I wanted a specific drawdown facility with my pension, Chris was able to arrange this quickly and smoothly. This facility has been working very successfully for several years. The advice and documentation I have received has always been clearly explained.
I also want to mention the 'backroom staff', Charlene and Dave. They have been really helpful with queries, very responsive.
Thoroughly recommend Otus.

Joe D.

5/5

My wife and I have worked with Chris and his team for almost 10 years now and have found Otus to be trustworthy, provide sound advice with no pressure, respond quickly to questions and queries and are nice people to boot! Would recommend them for an initial discussion if you're considering appointing a financial adviser.